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Profil
Mr. Stephen B. Kistner, CFA MBA, is a Vice President & Wealth Advisor at Eaton Vance WaterOak Advisors.
He is responsible for investment management and client service for families, trusts, endowments and foundations.
Prior to joining the firm, Mr. Kistner managed Bessemer Trust’s Boston office and spent 24 years with U.S.
Trust (and its predecessors in Boston, State Street Bank and State Street Global Advisors).
He was responsible for asset allocation, equity selection, diversification, financial planning, and gifting strategies.
Previously, he was Chairman of the Investment Strategy Committee for the Trust and Investment area of State Street Bank and Trust Company.
Previously, he served on the Board of Trustees of Noble & Greenough School, Roger Williams University, the Masonic Education and Charity Trust and as a member of the MBTA Advisory Board.
He received his undergraduate degree from Harvard College and an MBA from Boston University.
He is a member of the Boston Security Analysts Society and the Boston Estate Planning Council.
He is the Treasurer and a Trustee of Tenacre Country Day School and the Paul Revere House.
Anciens postes connus de Steve Kistner
| Sociétés | Poste | Fin |
|---|---|---|
Eaton Vance WaterOak Advisors
 Eaton Vance WaterOak Advisors Investment ManagersFinance WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential. | Gestionnaire de Portefeuille-Actions | 01/10/2022 |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Gestionnaire de Portefeuille-Actions | 30/09/2007 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | 31/12/2003 |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Gestionnaire de Portefeuille-Actions | 28/02/2011 |
Formation de Steve Kistner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Harvard College
 Harvard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
